Karen Pena is a financial advisor at Osaic Advisory Services, LLC with a Series 66 designation and three years of industry experience. Her career includes roles at Goldman Sachs & Co. LLC, Fortress Investment Group, and JP Morgan Asset Management. Pena is based in Plantation, FL. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a diverse client base that includes individuals, pension plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a range of investment programs and financial planning services, utilizing fundamental and technical analysis, tactical trading, and access to alternative investments through various platform relationships.

Frank Marzano is a CFP® with five years of industry experience, currently serving at Wealthspire Advisors in Boca Raton, FL. He has been with Wealthspire Advisors since 2006, totaling 20 years with the firm. Outside of his advisory role, he is the Team Principal for Hy Flyers GC, a golf team affiliated with the LIV Golf League, where he manages business oversight and daily operations. Wealthspire Advisors is an SEC-registered firm managing approximately $34.3 billion in assets and serving nearly 9,700 clients, including individuals, corporate and pension plans, nonprofits, and foundations. The firm uses an institutional-style asset allocation framework implemented through a diversified mix of investment vehicles and offers a range of wealth management and financial planning services tailored to client needs.

Thomas Suckow is a financial advisor at Oppenheimer with a Series 66 designation and two years of industry experience. His prior work includes roles at Lynn University and Saint Dominic Academy. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a variety of programs and advisory services across equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management options.

Kenneth Green is a financial advisor at Oppenheimer with 24 years of industry experience. He holds a Series 63 designation and has worked at several firms including Raymond James & Associates, Morgan Stanley, and Citigroup Global Markets. He has been with Oppenheimer since 2016. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a range of programs and services across equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary advisory approaches.

Joseph Pardi Jr. is a financial advisor at Janney Montgomery Scott with 52 years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes eight years at Wells Fargo Clearing before joining Janney Montgomery Scott in 2024. Janney Montgomery Scott is a large, dually registered broker-dealer and investment adviser managing approximately $110 billion in client assets. The firm serves a wide range of clients, including individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipalities, offering brokerage, financial planning, consulting, and advisory programs.

Andrea Item is a financial advisor with Cresset Asset Management, LLC, holding Series 63, Series 65, and Series 66 licenses and bringing 16 years of industry experience. Her prior roles include positions at UBS Financial Services, SunTrust Advisory Services, Quorum Investment Counsel, and United Capital Financial Advisors. Andrea is based in Boca Raton, FL. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles, using a disciplined, risk-aware approach that combines strategic asset allocation, manager selection, and both active and passive implementation across various asset classes.

David Ray is a financial advisor with Eagle Strategies (NY Life) based in Sunrise, FL. He holds the ChFC® designation and Series 63 license and has 25 years of industry experience. He has worked at New York Life Insurance Co. since 2001 and Eagle Strategies since 2021. Outside of his advisory work, he is involved with Southern Vintage Spirits, a business he has been part of since 2000. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives, with most assets managed on a non-discretionary basis, and operates within the integrated New York Life affiliate structure.

Saadia Sindhu is a financial advisor at Equity Services, Inc. with 10 years of industry experience. She holds a Series 66 credential and has worked at several firms including National Life Group, Contemporary Financial Planning, and Lakeview Capital Partners. Additionally, she is involved in insurance sales, managing clients and meeting prospective clients. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management to a diverse client base including individuals, corporations, trusts, and charitable organizations. The firm offers multiple advisory platforms, frequently utilizing third-party asset managers and model portfolios that combine long-term strategies with options for shorter-term trading.

Luis Hernandez is a financial advisor with TD Private Client Wealth LLC, holding a Series 66 designation and eight years of industry experience. His career includes roles at TD Bank N.A., Citigroup Global Markets Inc., Cetera, Regions Bank, and JP Morgan Securities. He is based in Weston, Florida. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients, offering portfolio management, financial planning support, and custody services. The firm utilizes a combination of strategic and tactical asset allocation through both affiliated and third-party managers.

Heather Buckridge is a CFP® with 17 years of industry experience. She is currently with Osaic Advisory Services, LLC and has previously worked at Goldman Sachs, Triad Hybrid Solutions, Triad Advisors, Cetera Advisor Networks, Girard Securities, and United Capital Financial Advisers. Outside of her advisory role, she is a member of RABSCO, LLC, where she performs general and administrative duties. Osaic Advisory Services, LLC is an SEC-registered enterprise advisor serving a broad client base, including individuals, pension plans, corporations, charitable entities, and sovereign wealth funds. The firm offers a range of investment programs, retirement consulting, financial planning, and alternative investment options, leveraging a combination of analytical approaches and platform partnerships.

Laureen Landgren is a financial advisor with Citizens Securities, Inc. in Pompano Beach, FL, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Her career includes multiple tenures at Citizens Securities and prior roles at Santander Securities, LLC, and Santander Bank, N.A. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program managed in partnership with SigFig and a Managed Account program, while also operating as a broker-dealer and insurance agency.

Luis Rosario is a financial advisor at Oppenheimer with 23 years of industry experience. He holds the Series 66 designation and has been with Oppenheimer since 2014. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of programs and provides advisory services across equity, balanced, and fixed-income portfolios using strategic and tactical asset allocation.

Charles Weldon is a financial advisor with Independent Financial Group, LLC in Boca Raton, FL, holding the ChFC® designation along with Series 63 and 65 licenses. He has 44 years of industry experience, including prior roles at Girard Securities, Cetera Advisor Networks, and The Investment Center, Inc. He also serves as a volunteer board member for a homeowners association. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and pension plans. The firm offers financial planning and portfolio management through various platforms, utilizing a combination of strategic asset allocation and manager selection across active and passive investments.

Alexander Harriehausen is a Series 65-licensed financial advisor at VALIC Financial Advisors with 14 years of industry experience. He has been with VALIC since 2015 and is also involved as a silent partner investor in real estate development projects. Additionally, he acts as an agent for non-securities insurance products. VALIC Financial Advisors serves primarily U.S. individuals, including high-net-worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and unified managed account solutions through a large network of advisors. The firm operates at scale with centralized technology and model-driven investment approaches.

Velia Daniel is a financial advisor at TD Private Client Wealth LLC with eight years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley and Citi Personal Wealth Management. She is based in Fort Lauderdale, FL. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail clients. The firm combines strategic and tactical asset allocation with investments from affiliated and third-party sub-managers through its TD Managed Portfolios and guided portfolio offerings.

Laura Raybin Miller is a financial advisor with Rockefeller Financial LLC in Fort Lauderdale, FL, holding Series 63 and Series 66 credentials and 27 years of industry experience. She previously worked at UBS Financial Services Inc. for 12 years before joining Rockefeller in 2025. Miller serves on the board of directors for Kids In Distress, a nonprofit focused on child abuse prevention and foster care, where she participates in governance and investment oversight. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, and investment banking services. The firm operates a Private Advisor model supported by its consolidated investment platform, providing discretionary and non-discretionary solutions across various asset classes.

Michael Henderson is a Financial Consultant at Fidelity Investments. In this role, he focuses on understanding his clients' financial goals and collaborating with them to develop personalized financial plans aimed at providing peace of mind through retirement. He has been with Fidelity Investments since 2021, serving in multiple capacities including Financial Representative, Investment Consultant, and currently Financial Consultant. Prior to joining Fidelity, Michael worked as an Operations Consultant at XCelerant Consulting from 2018 to 2021. Outside of his professional responsibilities, Michael has personal interests in boating, fitness, food, golf, snowboarding, and soccer.

Cameron Buetel is a financial advisor at UBS Financial Services with 12 years of industry experience. He holds the Series 66 designation and has worked at UBS since 2016, following a one-year tenure at Merrill. Based in Boca Raton, FL, Buetel provides financial advisory services through a leading global firm. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory solutions, including fee-based financial planning, discretionary and non-discretionary portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor client plans.

Jeffrey Pupo is a financial advisor at UBS Financial Services with 26 years of industry experience. He has been with UBS since 2002 and holds Series 63 and Series 65 licenses. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Evan Mayer is a CFP® professional with 20 years of industry experience, currently affiliated with Raymond James Financial. He has held roles at several firms, including Suntrust Advisory Services and Nave Capital LLC. Mayer hosts a podcast aimed at financial advisors, discussing practice management and industry concepts at a high level. He is also the owner of Fortuna Wealth, a support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a wide network of advisors through various advisory programs.